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4 / 5 Stars
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Lipper
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Zacks Investment Research
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Standard & Poor's
5 / 5 Stars
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TheStreet.com
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U.S. News evaluated 43 Target Date 2031-2035 Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
See all Great-West Funds funds
Performance
The fund has returned 24.73 percent over the past year, and 13.54 percent over the past three years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 10.2% |
| 1 Year | 24.7% |
| 3 Years (Annualized) | 13.5% |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks capital appreciation and income consistent with its current asset allocation; after 2035, it seeks income and secondarily capital growth. The fund invests in a professionally selected mix of mutual funds that is tailored for investors planning to retire in or close to 2035 which is assumed to be at age 65. It invests 80-98% of net assets in underlying funds that invest primarily in equities and 2-20% of net assets in underlying funds that invest primarily in fixed income securities. The fund is non-diversified.
Fees
Fees are High compared to funds in the same category.
Great-West Lifetime 2035 Fund III has an expense ratio of 0.12 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
